Continuous Professional Development of Insurance Intermediaries in Germany EIET conference 2015 – Bucuresti Katharina Höhn
Seite 3 Preparing IDD since 2011…
Seite 4 CPD in customer interest is credited (credit points) 200 credit points (CP) in 5 years 1 lesson (45 minutes) = 1 CP Credited are all trainings that increase consulting capacities CPD is documented in individual CP accounts in a central CP database CPD is made transparent 5-year-certifcate (200 CP / year) 1-year-certificate 40 CP / year) CPD card 80 CP in 2 years How Insurance Intermediaries in Germany demonstrate their CPD engagement…
Seite 5 How the system works…. Central CP Database training institute / insurance company Vermittler/in Accredited partner transfers CP Intermediary learns Intermediary can view account customer Intermediary can demonstrate CPD engagement
Seite 6 CP account statement Max Mustermann
Seite 7 Which trainings get credits? All trainings to improve customer consulting and sales processes All forms of formal and non-formal training. Informal Training
Seite 8 Trainings need to be qualified to be credible To be proved in an audit
Seite 9 Quality assurance: Accredited training partners are audited External Auditors Quality Assurance Manual Contracts Audit Tool
Seite 10 Participation of intermediaries (accounts opened since April 2014) … every second intermediary in Germany takes part in voluntary initiative…
Seite 11 Participation of intermediaries (accounts opened since April 2014).. 23,75 training hours in 9 month on the average … …. > 30 hours per year to be expected…..
Seite 12 classroom learning is still dominant… classroom self-directed coaching Directed e-learning
Seite month gut beraten and IDD implementation in Germany
Your ideas, please….. contact Katharina Höhn German Insurance Association for Vocational Training (BWV) Arabellastrasse München Germany Tel Fax